Each of our conferences is a fully online, global, live event that utilizes the latest in Internet, video conferencing, and collaboration technology to create a truly interactive experience for all participants worldwide. You will get the full benefit of our events by attending from your home or office, no travel required.
As a special bonus, we have appointed local discussion leaders in a number of major cities worldwide. Our local leaders organize informal networking and discussion gatherings at the conclusion of each online conference. You’ll receive the contact information of our local hosts upon registering for a specific conference.
If you would like to meet fellow conference attendees in your area but there is no local leader yet, we invite you to contact us. We will gladly help you host a gathering of attendees in your area.
is a long-time value investor and expert on Berkshire Hathaway. He serves as an analyst at van Biema Value Partners, an SEC-registered investment adviser established by Michael van Biema in 2004 specializing in creating portfolios of small, deep value-oriented hedge funds for sophisticated clients around the globe. The firm offers a select group of funds as well as customized solutions for both institutional and individual investors seeking expertise in accessing what has proven to be a compelling long-term investment niche within the global markets.
is the general partner of Greenlea Lane Capital Partners, LP, a private investment partnership he founded in 2006. Josh graduated from Duke University in 2001 with a degree in philosophy. He has worked at Goldman Sachs and holds an MBA from Columbia Business School.
is a professional trustee and a guest lecturer on the Topics in Asset Management course at the London Business School. Until February 2011, Yusuf was an Investment Principal at Aon Consulting advising UK pension fund clients on investment governance, strategy, implementation, manager selection and monitoring. Previously, Yusuf was a senior investment consultant at Hewitt Bacon & Woodrow and a member of the hedge fund manager research team. Formerly a trustee and investment committee member of the Citibank (UK) Pension Scheme, Yusuf is presently a trustee of the Sodexo Pension Scheme. He has over 25 years experience as a banker with Citibank. Yusuf is a Fellow of the Society of Investment Professionals, a Chartered Financial Analyst and a Chartered Alternative Investment Analyst. He was Chairman of CFA UK.
is a Managing Director of ValueConferences and a Managing Editor of The Manual of Ideas. Prior to assuming these roles in 2009, Oliver worked as Investment Analyst for U.S.-based hedge fund Steel Partners since 2005. Previous roles included Portfolio Manager at a Germany-based private equity investment firm as well as Equity Research Analyst for Credit Suisse First Boston in New York. Oliver holds a BA in Economics from Yale University. He resides in London, United Kingdom.
is CEO of the Aquamarine Fund, an investment partnership inspired by, and styled after the original 1950′s Buffett partnerships. In June 2007 he made headlines by bidding US$650,100 with Mohnish Pabrai for a charity lunch with Warren Buffett. In 2009 he was featured in “the Checklist Manifesto”, by Atul Gawande regarding his use of checklists as part of his investment process. In addition he is a regular media commentator on economic and political affairs, and serves on the advisory board of Horasis, a Swiss based think tank and is a co-host of TEDxZurich. Guy completed his MBA at the Harvard Business School, class of 1993, and holds a First Class degree in PPE (Politics, Philosophy and Economics) from Oxford University where he studied at Brasenose College with the British Prime Minister David Cameron. Upon graduating, he was co-awarded the George Webb Medley prize for the best performance in that year in Economics.
John Mihaljevic, CFA
is a Managing Director of ValueConferences and a Managing Editor of The Manual of Ideas. He has also served as Managing Partner of investment firm Mihaljevic Capital Management LLC since 2005. He is a member of Value Investors Club, an exclusive community of top money managers, and has won the Club’s prize for best investment idea. John is a trained capital allocator, having studied under Yale University Chief Investment Officer David Swensen and served as Research Assistant to Nobel Laureate James Tobin. John holds a BA in Economics, summa cum laude, from Yale University and is a CFA charterholder. He resides in Zurich, Switzerland with his wife, two boys and a girl.
San Francisco, California
Don Fitzgerald, CFA
has worked as an investment and finance professional in Europe for the past fifteen years and spent the last eight years identifying, analyzing and managing portfolios of undervalued securities in the European equity and distressed debt markets. Prior to that he spent seven years in corporate and investment banking. He has worked in Dublin, London, Frankfurt and Paris. He graduated from Trinity College Dublin with a first class honours degree in 1996. Don co-manages the Tocqueville Value Europe fund. The fund’s multi-capitalization investment strategy is contrarian and value-oriented and stock selection is bottom-up, based upon intensive proprietary research and a disciplined investment process. Don is rated A by Citywire for risk-adjusted returns and the fund ranks among the top-performing European equity mutual funds over the past decade with five out of five ratings from Lipper in all categories. Tocqueville Finance is a Paris-based value house with ca. €1.2 billion in assets under management. The company has followed a value investing philosophy since its foundation in 1991.
is a Principal at Morgenthaler. He joined the venerable venture capital firm in 2010 from Harvard Business School and is a Principal on the Information Technology team. Kyle is based in Menlo Park, CA and primarily focuses on investments in the consumer internet sector. Prior to business school, Kyle was a Research Associate at Morgan Stanley, focusing on wireline and wireless telecommunications equipment, healthcare services and information technology. Previous experiences include working as a Research Associate at Thomas Weisel Partners, covering consumer financial products, and marketing for New Relic, a cloud services company. Kyle holds an M.B.A. degree from Harvard Business School and a B.S. degree from the Massachusetts Institute of Technology.
is the general partner of Sheehan Associates Limited Partnership, an investment partnership created in 1999. He is also the senior partner of Credit Partners LLP which is the general partner and investment manager of Credit River Value LP, founded in 2011. Dan has a degree in economics from McMaster and an MBA from York. He lives in Toronto, Canada.
worked as an Investment Analyst for Steel Partners Japan. At Steel, Terrence identified and analyzed value and event-driven investment opportunities. Terrence joined Steel Partners Japan from Enso Capital Management. Before joining Enso, he worked in the M&A investment banking groups at Credit Suisse and Banc of America Securities where he executed and analyzed mergers, acquisitions, leveraged buyouts, divestitures and restructurings for corporate clients. He graduated from Yale University with a bachelor’s degree in East Asian Studies (Japan). He is proficient in Business Japanese having studied at the Kyoto Center for Japanese Studies and the Stanford Inter-University Center for Japanese Studies.